See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,407 | $138,065+74.9% | $123,544+95.4% | $135,375+78.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.52% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,673 | $5,151-67.5% | $4,628-63.9% | $4,779-65.0% |
| Participant deferral / active EE | $5,710 | $6,799-16.0% | $6,426-11.1% | $5,609+1.8% |
| Admin fee / account holder | $25,896 | $10,916+137.2% | $9,284+178.9% | $10,827+139.2% |